Kevin Martin
Oak Peak Financial · Menlo Park, California
Kevin Martin is a fee-only financial advisor at Oak Peak Financial in Menlo Park, California, who holds the CFP credential. Oak Peak Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oak Peak Financial |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.9M across 59 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6511099 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oakpeakfinancial.egnyte.com |
How Kevin's firm compares
- Oak Peak Financial's average account is about $372,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Kevin
Is Kevin Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Oak Peak Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Oak Peak Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Martin based?
Kevin Martin is based in Menlo Park, California.
What credentials does Kevin Martin hold?
Kevin Martin holds the CFP credential.
Is Kevin Martin registered with the SEC?
Yes. Kevin Martin is registered as an investment adviser representative in CA (CRD 6511099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Peak Financial manage?
Oak Peak Financial reports $21.9M across 59 accounts in assets under management.
How do I contact Kevin Martin?
Through Kevin's website, oakpeakfinancial.egnyte.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Menlo Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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